Hyperion & Banner ePrint Reporting

1. Hyperion & Banner ePrint Reporting 10/26&27/2009 Presented by Laura Putz & Terry Shoebotham (Updated for reserves 11/8/11)

2. Banner ePrint Reports • Refreshed nightly • Can be exported into Excel • 65 current reports available in Banner Finance • Other reports available in other repositories • Fast Info #1602 gives Banner Form Naming Conventions that are also incorporated into ePrint report naming logic

3. Accessing Banner ePrint Reports

4. Accessing Banner ePrint Reports

5. Accessing Banner ePrint Reports

6. Changing Repositories

7. Changing Repositories

8. Changing Repositories

9. Changing Repositories

10. Exporting Banner ePrint Data

11. Exporting Banner ePrint Data

12. Importing to Excel

13. Importing to Excel

14. Importing to Excel

15. Importing to Excel

16. Importing to Excel

17. FGRACCI-Account Index Report

18. FRSP0923 Account Statement & Transactions Report • To find data, use the drill down function

19. FRSP0923 Account Statement & Transactions Report

20. FRSP0923 Account Statement & Transactions Report

21. FRSP0923 Account Statement & Transactions Report x

22. FRSP0923 Account Statement & Transactions Report

23. FRSP0923 Account Statement & Transactions Report

24. FRSP0923 Account Statement & Transactions Report 1-01382

25. FRSP0923 Account Statement & Transactions Report

26. Hyperion Reports • Refreshed nightly • Can be easily exported into Excel • 33 reports currently available in Banner Finance Production & HSC folders • You select criteria for the report

27. Accessing Hyperion Reports

28. Accessing Hyperion Reports

29. Accessing Hyperion Reports

30. Accessing Hyperion Reports

31. Exporting Hyperion Report Data

32. Exporting Hyperion Report Data

33. Exporting Hyperion Report Data

34. Exporting Hyperion Report Data

35. Exporting Hyperion Report Data

36. Exporting Hyperion Report Data

37. General Reporting • These Hyperion reports are useful to all departments • For each, we will go over: • How the report can be used • Tips on selection criteria when running the report • Show you a sample page of the report

38. FSH0001 – Salary Labor Benefits & Encumbrance Report • Used when salary detail is needed • During index reconciliations • The budget process • To verify labor redistributions have occurred • Can be run by employee • Can be run by index • Can be run by organization

39. FSH0001 – Salary Labor Benefits & Encumbrance Report

40. F0H0009 – Budget Availability For Unrestricted Funds-Indices • Relatively new report • Used to identify NSF status • Used to determine how to fix NSF status • Fringes are frequently not included; add them as needed. • 30% of salaries is a good “rule of thumb” amount

41. F0H0009 – Budget Availability For Unrestricted Funds-Indices

42. FSH0002 – Labor Distribution Report • Shows how an employee’s labor is currently being distributed (Active) • Shows how an employee’s labor used to be distributed (Historical) • Can be run by: • Employee • Index • Fund • Grant

43. FSH0002 – Labor Distribution Report Sample Page One 123000000 Smith, Roger 123000000 Smith, Roger 123000000 Smith, Roger

44. FSH0002 – Labor Distribution Report Sample Page Two 123000000 Smith, Roger

45. F0RH003 – Purchase Order/Pcard/ DPI Accounting Detail • Detail information by: • Index • Banner User ID • Organization • Document Number • For: • Purchase Orders • Pcards • DPIs

46. F0RH003 – Purchase Order/Pcard/ DPI Accounting Detail

47. F0RH003 – Purchase Order/Pcard/ DPI Accounting Detail

48. F0RH003 – Purchase Order Accounting Detail

49. F0RH003 – Pcard by Index

50. F0RH003 – Pcard by Index